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HENSSLER, LAKO, THOMAS AND KELLER NAMED TO FIVE STAR WEALTH MANAGER LIST
Clients voted The Henssler Financial Group principals Best in Client Satisfaction in magazine survey

October 27, 2008. Kennesaw, Ga.—Recognized for the outstanding work that they do, four Associates from The Henssler Financial Group were named on the 2008 FIVE STAR Best in Client Satisfaction Wealth Manager list in the October issue of Atlanta Magazine.

Gene W. Henssler, Ph.D., William Lako, CFP®, Jennifer J. Thomas, CFP® and Scott L. Keller, CFA, were among 376 of Atlanta's top-scoring wealth managers in the area. The resulting list represents wealth managers who embody the characteristics that make up great client satisfaction.

"It certainly is an honor to be recognized for the work that we do," expressed firm owner Gene Henssler, "but the real honor is knowing that our clients are the ones who got us here. Their trust is really something to be proud of."

The process began when Atlanta Magazine partnered with Crescendo Business Services to conduct a survey among 101,000 of the magazine's subscribers, high-net-worth residents and financial service industry company leaders. The goal was to find wealth managers who valued trust, dependability and service while representing client interests—something The Henssler Financial Group's principals are certainly familiar with.

"We place a lot of value on the relationships we've built," Lako explains. "Our long-term relationships are built upon an in-depth knowledge of the client's financial outlook, a steadfast investment philosophy and strategic financial planning."

The survey assessed wealth managers who were known personally by customers on nine different criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Years of experience were also taken into account, with a minimum experience of five years in the financial services industry required to be considered for the list.

Regulatory and civil judicial actions on each wealth manager were reviewed, as well as any customer complaints by FIRNA and other regulatory agencies. Before the list was complete, a "blue-ribbon panel" with individuals from various financial service industries evaluated the wealth managers as a final deciding measure.

"Our biggest asset is our reputation, and it holds true in measures like this. A firm foundation generates solid results," said Keller, one of the honored recipients.

About The Henssler Financial Group

With assets under advisement of more than $1.1 billion as of December 31, 2009, The Henssler Financial Group has been delivering comprehensive financial solutions to its individual, corporate and institutional clients for more than 20 years. Founded in 1987 by Gene W. Henssler, Ph.D., The Henssler Financial Group provides solutions that incorporate a range of services including wealth management, financial planning, tax preparation and consulting, small-business retirement planning and estate planning. The firm hosts Atlanta's longest running and most respected money show on radio—"Money Talks"—airing Sunday mornings from 10-11 a.m. on 920 AM WGKA.

More information on The Henssler Financial Group can be found on the firm's Web site,
www.henssler.com, in addition to an extensive library of articles on a variety of financial topics.

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Media Contact: Kelly-Lynne Scalice · · 678-797-3781

 

 

 

 


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